VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,790 shares; 2025Q1: 340,778 shares; 2025Q2: 345,340 shares; 2025Q3: 345,340 shares; 2025Q4: 357,525 shares; 2026Q1: 363,479 shares 363,479 $217M 22.92% +5,954 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257,876 shares; 2025Q1: 257,862 shares; 2025Q2: 262,200 shares; 2025Q3: 262,200 shares; 2025Q4: 258,365 shares; 2026Q1: 258,015 shares 258,015 $149M 15.71% -350 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339,156 shares; 2025Q1: 342,338 shares; 2025Q2: 428,804 shares; 2025Q3: 428,804 shares; 2025Q4: 465,656 shares; 2026Q1: 467,009 shares 467,009 $81.4M 8.59% +1,353 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,626 shares; 2025Q1: 123,286 shares; 2025Q2: 252,272 shares; 2025Q3: 252,272 shares; 2025Q4: 184,211 shares; 2026Q1: 185,006 shares 185,006 $53.2M 5.61% +795 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,570 shares; 2025Q1: 84,570 shares; 2025Q2: 84,570 shares; 2025Q3: 84,570 shares; 2025Q4: 84,570 shares; 2026Q1: 84,570 shares 84,570 $39.2M 4.13% 0 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603,933 shares; 2025Q1: 594,754 shares; 2025Q2: 606,155 shares; 2025Q3: 606,155 shares; 2025Q4: 583,307 shares; 2026Q1: 620,063 shares 620,063 $35.9M 3.79% +36,756 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: not reported; 2025Q2: 20,953 shares; 2025Q3: 20,953 shares; 2025Q4: 43,253 shares; 2026Q1: 43,436 shares 43,436 $24.9M 2.62% +183 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453,590 shares; 2026Q1: 453,090 shares 453,090 $17.4M 1.84% -500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,189 shares; 2025Q1: 27,822 shares; 2025Q2: 27,706 shares; 2025Q3: 27,706 shares; 2025Q4: 27,755 shares; 2026Q1: 26,233 shares 26,233 $17.1M 1.81% -1,522 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 61,580 shares; 2025Q2: 161,970 shares; 2025Q3: 161,970 shares; 2025Q4: 273,318 shares; 2026Q1: 273,229 shares 273,229 $13.9M 1.47% -89 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,533 shares; 2025Q2: 21,494 shares; 2025Q3: 21,494 shares; 2025Q4: 14,364 shares; 2026Q1: 14,404 shares 14,404 $12.2M 1.29% +40 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,758 shares; 2025Q1: 62,725 shares; 2025Q2: 110,104 shares; 2025Q3: 110,104 shares; 2025Q4: 193,017 shares; 2026Q1: 199,431 shares 199,431 $10.1M 1.06% +6,414 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,996 shares; 2025Q1: 21,507 shares; 2025Q2: 21,743 shares; 2025Q3: 21,743 shares; 2025Q4: 20,477 shares; 2026Q1: 20,392 shares 20,392 $9.77M 1.03% -85 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,838 shares; 2025Q1: 25,048 shares; 2025Q2: 29,287 shares; 2025Q3: 29,287 shares; 2025Q4: 34,277 shares; 2026Q1: 34,155 shares 34,155 $8.67M 0.91% -122 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,833 shares; 2025Q1: 81,032 shares; 2025Q2: 88,928 shares; 2025Q3: 88,928 shares; 2025Q4: 106,021 shares; 2026Q1: 108,069 shares 108,069 $6.93M 0.73% +2,048 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,482 shares; 2025Q1: 42,299 shares; 2025Q2: 41,971 shares; 2025Q3: 41,971 shares; 2025Q4: 39,859 shares; 2026Q1: 40,803 shares 40,803 $6.92M 0.73% +944 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340,276 shares; 2025Q1: 357,729 shares; 2025Q2: 338,186 shares; 2025Q3: 338,186 shares; 2025Q4: 346,859 shares; 2026Q1: 348,410 shares 348,410 $6.8M 0.72% +1,551 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,670 shares; 2025Q1: 81,258 shares; 2025Q2: 79,383 shares; 2025Q3: 79,383 shares; 2025Q4: 78,242 shares; 2026Q1: 73,090 shares 73,090 $6.71M 0.71% -5,152 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,832 shares; 2025Q1: 26,792 shares; 2025Q2: 24,792 shares; 2025Q3: 24,792 shares; 2025Q4: 22,884 shares; 2026Q1: 22,669 shares 22,669 $6.67M 0.7% -215 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,674 shares; 2025Q1: 20,223 shares; 2025Q2: 21,786 shares; 2025Q3: 21,786 shares; 2025Q4: 23,996 shares; 2026Q1: 28,105 shares 28,105 $5.39M 0.57% +4,109 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,910 shares; 2025Q1: 25,423 shares; 2025Q2: 31,456 shares; 2025Q3: 31,456 shares; 2025Q4: 23,884 shares; 2026Q1: 24,865 shares 24,865 $5.18M 0.55% +981 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,007 shares; 2025Q1: 113,444 shares; 2025Q2: 110,726 shares; 2025Q3: 110,726 shares; 2025Q4: 111,100 shares; 2026Q1: 105,482 shares 105,482 $5.03M 0.53% -5,618 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,157 shares; 2025Q1: 45,074 shares; 2025Q2: 45,074 shares; 2025Q3: 45,074 shares; 2025Q4: 37,542 shares; 2026Q1: 37,548 shares 37,548 $4.12M 0.43% +6 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,251 shares; 2025Q1: 75,506 shares; 2025Q2: 50,586 shares; 2025Q3: 50,586 shares; 2025Q4: 50,178 shares; 2026Q1: 49,921 shares 49,921 $3.8M 0.4% -257 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,301 shares; 2025Q1: 5,176 shares; 2025Q2: 5,044 shares; 2025Q3: 5,044 shares; 2025Q4: 5,344 shares; 2026Q1: 5,407 shares 5,407 $3.77M 0.4% +63 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,935 shares; 2025Q1: 97,949 shares; 2025Q2: 97,965 shares; 2025Q3: 97,965 shares; 2025Q4: 100,996 shares; 2026Q1: 99,146 shares 99,146 $3.75M 0.4% -1,850 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,526 shares; 2025Q1: 9,844 shares; 2025Q2: 9,884 shares; 2025Q3: 9,884 shares; 2025Q4: 9,448 shares; 2026Q1: 9,756 shares 9,756 $3.61M 0.38% +308 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,471 shares; 2025Q1: 16,023 shares; 2025Q2: 20,046 shares; 2025Q3: 20,046 shares; 2025Q4: 12,322 shares; 2026Q1: 12,323 shares 12,323 $3.54M 0.37% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,096 shares; 2025Q1: 2,349 shares; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,389 shares; 2026Q1: 5,388 shares 5,388 $3.5M 0.37% -1 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,714 shares; 2025Q1: 38,111 shares; 2025Q2: 38,750 shares; 2025Q3: 38,750 shares; 2025Q4: 43,280 shares; 2026Q1: 43,853 shares 43,853 $3.5M 0.37% +573 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,732 shares; 2025Q1: 21,493 shares; 2025Q2: 23,888 shares; 2025Q3: 23,888 shares; 2025Q4: 39,616 shares; 2026Q1: 43,416 shares 43,416 $3.2M 0.34% +3,800 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,456 shares; 2025Q1: 94,913 shares; 2025Q2: 95,556 shares; 2025Q3: 95,556 shares; 2025Q4: 89,860 shares; 2026Q1: 94,419 shares 94,419 $3.17M 0.33% +4,559 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,563 shares; 2025Q2: 39,031 shares; 2025Q3: 39,031 shares; 2025Q4: 68,809 shares; 2026Q1: 62,026 shares 62,026 $3.16M 0.33% -6,783 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,647 shares; 2025Q1: 26,700 shares; 2025Q2: 25,652 shares; 2025Q3: 25,652 shares; 2025Q4: 28,036 shares; 2026Q1: 26,256 shares 26,256 $3.15M 0.33% -1,780 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,202 shares; 2025Q1: 6,397 shares; 2025Q2: 6,919 shares; 2025Q3: 6,919 shares; 2025Q4: 7,080 shares; 2026Q1: 6,992 shares 6,992 $2.83M 0.3% -88 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,285 shares; 2025Q1: 26,584 shares; 2025Q2: 27,006 shares; 2025Q3: 27,006 shares; 2025Q4: 30,051 shares; 2026Q1: 29,015 shares 29,015 $2.63M 0.28% -1,036 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,346 shares; 2025Q1: 13,485 shares; 2025Q2: 13,463 shares; 2025Q3: 13,463 shares; 2025Q4: 12,034 shares; 2026Q1: 12,639 shares 12,639 $2.62M 0.28% +605 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,348 shares; 2025Q1: 3,228 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares; 2025Q4: 21,926 shares; 2026Q1: 21,625 shares 21,625 $2.6M 0.27% -301 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,885 shares; 2025Q1: 4,977 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,294 shares; 2026Q1: 3,995 shares 3,995 $2.46M 0.26% -299 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,694 shares; 2025Q1: 96,629 shares; 2025Q2: 73,792 shares; 2025Q3: 73,792 shares; 2025Q4: 66,128 shares; 2026Q1: 83,517 shares 83,517 $2.42M 0.26% +17,389 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 25,040 shares 25,040 $2.36M 0.25% +20,361 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 17,441 shares 17,441 $2.11M 0.22% +11,686 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,052 shares; 2025Q1: 41,215 shares; 2025Q2: 41,135 shares; 2025Q3: 41,135 shares; 2025Q4: 35,887 shares; 2026Q1: 41,493 shares 41,493 $2.08M 0.22% +5,606 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,931 shares; 2025Q1: 26,931 shares; 2025Q2: 26,931 shares; 2025Q3: 26,931 shares; 2025Q4: 23,454 shares; 2026Q1: 22,462 shares 22,462 $2.03M 0.21% -992 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,321 shares; 2025Q3: 208,321 shares; 2025Q4: 181,031 shares; 2026Q1: 150,191 shares 150,191 $2.03M 0.21% -30,840 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,310 shares; 2025Q1: 34,190 shares; 2025Q2: 38,298 shares; 2025Q3: 33,298 shares; 2025Q4: 32,708 shares; 2026Q1: 33,262 shares 33,262 $2.02M 0.21% +554 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,203 shares; 2025Q1: 29,575 shares; 2025Q2: 27,593 shares; 2025Q3: 27,593 shares; 2025Q4: 23,170 shares; 2026Q1: 24,506 shares 24,506 $2.01M 0.21% +1,336 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,045 shares; 2025Q1: 198,609 shares; 2025Q2: 198,865 shares; 2025Q3: 198,865 shares; 2025Q4: 170,100 shares; 2026Q1: 173,183 shares 173,183 $2M 0.21% +3,083 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,012 shares 32,012 $2M 0.21% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,499 shares; 2025Q1: 15,936 shares; 2025Q2: 18,533 shares; 2025Q3: 18,533 shares; 2025Q4: 16,952 shares; 2026Q1: 17,189 shares 17,189 $1.99M 0.21% +237 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,048 shares; 2025Q1: 102,103 shares; 2025Q2: 102,167 shares; 2025Q3: 102,167 shares; 2025Q4: 102,308 shares; 2026Q1: 102,373 shares 102,373 $1.98M 0.21% +65 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,789 shares; 2025Q1: 68,822 shares; 2025Q2: 72,088 shares; 2025Q3: 72,088 shares; 2025Q4: 64,115 shares; 2026Q1: 70,222 shares 70,222 $1.97M 0.21% +6,107 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,550 shares 31,550 $1.94M 0.21% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,099 shares; 2025Q1: 29,948 shares; 2025Q2: 29,670 shares; 2025Q3: 29,670 shares; 2025Q4: 25,212 shares; 2026Q1: 27,135 shares 27,135 $1.88M 0.2% +1,923 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,935 shares; 2025Q1: 35,168 shares; 2025Q2: 31,660 shares; 2025Q3: 31,660 shares; 2025Q4: 26,577 shares; 2026Q1: 28,448 shares 28,448 $1.88M 0.2% +1,871 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,923 shares; 2025Q1: 22,168 shares; 2025Q2: 22,193 shares; 2025Q3: 22,193 shares; 2025Q4: 19,222 shares; 2026Q1: 20,114 shares 20,114 $1.86M 0.2% +892 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,314 shares; 2025Q1: 4,378 shares; 2025Q2: 5,477 shares; 2025Q3: 5,477 shares; 2025Q4: 3,051 shares; 2026Q1: 3,193 shares 3,193 $1.83M 0.19% +142 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,712 shares; 2025Q1: 37,460 shares; 2025Q2: 38,271 shares; 2025Q3: 38,271 shares; 2025Q4: 5,423 shares; 2026Q1: 33,621 shares 33,621 $1.82M 0.19% +28,198 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,716 shares; 2025Q1: 4,302 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 5,507 shares; 2026Q1: 5,810 shares 5,810 $1.8M 0.19% +303 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,641 shares 77,641 $1.79M 0.19% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,309 shares; 2026Q1: 48,985 shares 48,985 $1.78M 0.19% +3,676 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,557 shares; 2025Q1: 98,632 shares; 2025Q2: 98,957 shares; 2025Q3: 98,957 shares; 2025Q4: 70,844 shares; 2026Q1: 75,504 shares 75,504 $1.78M 0.19% +4,660 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,135 shares; 2025Q1: 10,415 shares; 2025Q2: 9,987 shares; 2025Q3: 9,987 shares; 2025Q4: 8,413 shares; 2026Q1: 9,156 shares 9,156 $1.78M 0.19% +743 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares; 2026Q1: 23,250 shares 23,250 $1.77M 0.19% +19,769 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,258 shares; 2026Q1: 49,022 shares 49,022 $1.77M 0.19% -18,236 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,375 shares 38,375 $1.76M 0.19% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,890 shares; 2026Q1: 33,738 shares 33,738 $1.75M 0.19% +2,848 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,637 shares; 2025Q1: 6,276 shares; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 5,650 shares; 2026Q1: 5,578 shares 5,578 $1.75M 0.18% -72 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,579 shares 27,579 $1.7M 0.18% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,957 shares; 2025Q1: 30,153 shares; 2025Q2: 32,318 shares; 2025Q3: 32,318 shares; 2025Q4: 31,562 shares; 2026Q1: 32,897 shares 32,897 $1.67M 0.18% +1,335 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,672 shares; 2025Q1: 16,443 shares; 2025Q2: 16,732 shares; 2025Q3: 16,732 shares; 2025Q4: 15,108 shares; 2026Q1: 17,097 shares 17,097 $1.67M 0.18% +1,989 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,927 shares; 2025Q1: 21,066 shares; 2025Q2: 29,334 shares; 2025Q3: 29,334 shares; 2025Q4: 23,931 shares; 2026Q1: 26,012 shares 26,012 $1.67M 0.18% +2,081 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 6,403 shares; 2026Q1: 30,699 shares 30,699 $1.64M 0.17% +24,296 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,067 shares; 2025Q1: 23,217 shares; 2025Q2: 23,159 shares; 2025Q3: 23,159 shares; 2025Q4: 12,202 shares; 2026Q1: 17,680 shares 17,680 $1.62M 0.17% +5,478 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,094 shares; 2025Q1: 46,304 shares; 2025Q2: 47,356 shares; 2025Q3: 47,356 shares; 2025Q4: 8,796 shares; 2026Q1: 56,332 shares 56,332 $1.62M 0.17% +47,536 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,968 shares; 2025Q2: 19,510 shares; 2025Q3: 19,510 shares; 2025Q4: 15,810 shares; 2026Q1: 17,868 shares 17,868 $1.61M 0.17% +2,058 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,662 shares; 2025Q1: 4,644 shares; 2025Q2: 3,614 shares; 2025Q3: 3,614 shares; 2025Q4: 4,289 shares; 2026Q1: 4,295 shares 4,295 $1.58M 0.17% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,428 shares; 2025Q2: 6,428 shares; 2025Q3: 6,428 shares; 2025Q4: 6,428 shares; 2026Q1: 6,143 shares 6,143 $1.52M 0.16% -285 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: 14,480 shares; 2025Q2: 15,412 shares; 2025Q3: 15,412 shares; 2025Q4: 3,739 shares; 2026Q1: 15,443 shares 15,443 $1.52M 0.16% +11,704 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,534 shares; 2025Q1: 48,385 shares; 2025Q2: 72,903 shares; 2025Q3: 72,903 shares; 2025Q4: 12,177 shares; 2026Q1: 78,552 shares 78,552 $1.51M 0.16% +66,375 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,995 shares; 2026Q1: 5,999 shares 5,999 $1.5M 0.16% +4 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,457 shares; 2025Q1: 58,713 shares; 2025Q2: 60,533 shares; 2025Q3: 60,533 shares; 2025Q4: 11,409 shares; 2026Q1: 66,743 shares 66,743 $1.5M 0.16% +55,334 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 7,180 shares; 2025Q3: 7,180 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares 7,130 $1.45M 0.15% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $1.44M 0.15% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 5,719 shares 5,719 $1.43M 0.15% +2 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,460 shares 13,460 $1.43M 0.15% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $1.42M 0.15% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,863 shares; 2026Q1: 33,186 shares 33,186 $1.4M 0.15% +26,323 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,998 shares; 2025Q1: 19,273 shares; 2025Q2: 19,278 shares; 2025Q3: 19,278 shares; 2025Q4: 19,188 shares; 2026Q1: 19,136 shares 19,136 $1.39M 0.15% -52 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,111 shares; 2026Q1: 35,214 shares 35,214 $1.31M 0.14% +7,103 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,880 shares; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,650 shares; 2026Q1: 8,650 shares 8,650 $1.31M 0.14% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,958 shares; 2025Q1: 61,158 shares; 2025Q2: 359,280 shares; 2025Q3: 359,280 shares; 2025Q4: 122,863 shares; 2026Q1: 158,262 shares 158,262 $1.3M 0.14% +35,399 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,736 shares 47,736 $1.29M 0.14% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,450 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,460 shares; 2026Q1: 6,460 shares 6,460 $1.28M 0.14% -1,000 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,080 shares; 2025Q3: 19,080 shares; 2025Q4: 19,107 shares; 2026Q1: 19,107 shares 19,107 $1.26M 0.13% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,988 shares; 2026Q1: 26,988 shares 26,988 $1.23M 0.13% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 30,000 shares 30,000 $1.19M 0.13% +20,000 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,110 shares; 2025Q1: 4,260 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,877 shares; 2026Q1: 3,897 shares 3,897 $1.18M 0.12% +20 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,083 shares; 2025Q1: 15,157 shares; 2025Q2: 19,416 shares; 2025Q3: 19,416 shares; 2025Q4: 3,346 shares; 2026Q1: 21,208 shares 21,208 $1.14M 0.12% +17,862 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,370 shares; 2026Q1: 12,370 shares 12,370 $1.14M 0.12% 0 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,717 shares; 2025Q1: 45,735 shares; 2025Q2: 45,991 shares; 2025Q3: 45,991 shares; 2025Q4: 46,434 shares; 2026Q1: 41,640 shares 41,640 $1.14M 0.12% -4,794 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,797 shares; 2025Q1: 11,797 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares; 2025Q4: 11,717 shares; 2026Q1: 11,720 shares 11,720 $1.06M 0.11% +3 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,931 shares; 2026Q1: 19,885 shares 19,885 $1.05M 0.11% -3,046 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,483 shares; 2025Q1: 7,364 shares; 2025Q2: 7,854 shares; 2025Q3: 7,854 shares; 2025Q4: 8,336 shares; 2026Q1: 8,432 shares 8,432 $1.05M 0.11% +96 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,000 shares; 2025Q1: 38,000 shares; 2025Q2: 15,034 shares; 2025Q3: 38,000 shares; 2025Q4: 128,700 shares; 2026Q1: 124,924 shares 124,924 $1M 0.11% -3,776 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,465 shares; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,029 shares; 2026Q1: 10,050 shares 10,050 $998K 0.11% +21 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,535 shares; 2025Q1: 8,170 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares; 2026Q1: 8,533 shares 8,533 $992K 0.1% +363 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,940 shares; 2025Q1: 43,984 shares; 2025Q2: 44,035 shares; 2025Q3: 44,035 shares; 2025Q4: 44,140 shares; 2026Q1: 44,192 shares 44,192 $987K 0.1% +52 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,380 shares; 2025Q1: 2,090 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,652 shares; 2026Q1: 2,230 shares 2,230 $960K 0.1% -422 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,224 shares; 2025Q1: 127,552 shares; 2025Q2: 127,552 shares; 2025Q3: 127,552 shares; 2025Q4: 127,552 shares; 2026Q1: 127,783 shares 127,783 $888K 0.09% +231 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,580 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 2,660 shares; 2026Q1: 2,556 shares 2,556 $841K 0.09% -104 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 813 shares; 2026Q1: 838 shares 838 $835K 0.09% +25 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 892 shares; 2026Q1: 2,544 shares 2,544 $818K 0.09% +1,652 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,001 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,543 shares; 2026Q1: 2,678 shares 2,678 $809K 0.09% +135 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,606 shares; 2026Q1: 5,441 shares 5,441 $806K 0.09% -25,165 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,935 shares; 2026Q1: 70,537 shares 70,537 $797K 0.08% +28,602 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,159 shares; 2026Q1: 8,995 shares 8,995 $775K 0.08% +1,836 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,052 shares; 2025Q1: 6,845 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 15,130 shares; 2026Q1: 15,493 shares 15,493 $770K 0.08% +363 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,955 shares; 2026Q1: 84,567 shares 84,567 $751K 0.08% +33,612 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: 3,100 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,250 shares; 2026Q1: 3,273 shares 3,273 $712K 0.08% +23 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,838 shares; 2025Q1: 5,838 shares; 2025Q2: 5,838 shares; 2025Q3: 5,838 shares; 2025Q4: 5,656 shares; 2026Q1: 5,657 shares 5,657 $691K 0.07% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,835 shares; 2025Q1: 36,429 shares; 2025Q2: 35,244 shares; 2025Q3: 35,244 shares; 2025Q4: 31,437 shares; 2026Q1: 8,755 shares 8,755 $679K 0.07% -22,682 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,074 shares; 2025Q1: 7,358 shares; 2025Q2: 8,185 shares; 2025Q3: 8,185 shares; 2025Q4: 8,602 shares; 2026Q1: 8,898 shares 8,898 $658K 0.07% +296 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,303 shares; 2026Q1: 1,312 shares 1,312 $656K 0.07% +9 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,220 shares 2,220 $648K 0.07% +3 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,795 shares; 2026Q1: 2,945 shares 2,945 $629K 0.07% -17,850 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 617 shares; 2025Q2: 20,618 shares; 2025Q3: 618 shares; 2025Q4: 604 shares; 2026Q1: 653 shares 653 $601K 0.06% +49 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: not reported; 2026Q1: 623 shares 623 $599K 0.06% new Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,030 shares 26,030 $578K 0.06% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,556 shares 6,556 $567K 0.06% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,658 shares; 2026Q1: 5,970 shares 5,970 $560K 0.06% -40,688 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 10,552 shares; 2025Q2: 12,599 shares; 2025Q3: 12,599 shares; 2025Q4: 11,928 shares; 2026Q1: 2,796 shares 2,796 $553K 0.06% -9,132 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $550K 0.06% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: not reported; 2026Q1: 10,906 shares 10,906 $549K 0.06% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 5,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares 2,884 $547K 0.06% 0 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,245 shares; 2025Q3: 19,245 shares; 2025Q4: 19,245 shares; 2026Q1: 19,245 shares 19,245 $524K 0.06% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 2,830 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,910 shares; 2026Q1: 2,935 shares 2,935 $505K 0.05% +25 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,128 shares; 2026Q1: 1,087 shares 1,087 $501K 0.05% -41 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 646 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 678 shares 678 $494K 0.05% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,477 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares 2,431 $482K 0.05% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,288 shares 1,288 $459K 0.05% -47 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,038 shares; 2025Q1: 7,038 shares; 2025Q2: 7,038 shares; 2025Q3: 7,038 shares; 2025Q4: 7,038 shares; 2026Q1: 7,038 shares 7,038 $457K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,008 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,933 shares; 2026Q1: 3,100 shares 3,100 $456K 0.05% +167 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: 4,734 shares 4,734 $444K 0.05% +2,160 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 509 shares 509 $440K 0.05% +1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 727 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 688 shares; 2026Q1: 885 shares 885 $435K 0.05% +197 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,281 shares 1,281 $433K 0.05% +21 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,853 shares; 2025Q1: 18,494 shares; 2025Q2: 17,227 shares; 2025Q3: 17,227 shares; 2025Q4: 15,471 shares; 2026Q1: 3,300 shares 3,300 $432K 0.05% -12,171 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,420 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $426K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,155 shares 3,155 $416K 0.04% -235 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,040 shares; 2026Q1: 12,715 shares 12,715 $412K 0.04% -1,325 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,090 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares 2,340 $405K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 4,924 shares 4,924 $392K 0.04% +40 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,882 shares; 2026Q1: 2,635 shares 2,635 $385K 0.04% -247 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,608 shares; 2025Q1: 22,338 shares; 2025Q2: 22,338 shares; 2025Q3: 22,338 shares; 2025Q4: 22,338 shares; 2026Q1: 23,871 shares 23,871 $382K 0.04% +1,533 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,520 shares; 2026Q1: 1,524 shares 1,524 $372K 0.04% +4 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,493 shares; 2025Q1: 11,458 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares 3,411 $362K 0.04% 0 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,792 shares; 2025Q1: 5,805 shares; 2025Q2: 5,818 shares; 2025Q3: 5,818 shares; 2025Q4: 5,845 shares; 2026Q1: 5,858 shares 5,858 $355K 0.04% +13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,546 shares; 2026Q1: 2,555 shares 2,555 $347K 0.04% +9 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $343K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares 1,192 $342K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,855 shares; 2025Q1: 26,162 shares; 2025Q2: 26,142 shares; 2025Q3: 26,142 shares; 2025Q4: 2,986 shares; 2026Q1: 3,009 shares 3,009 $341K 0.04% +23 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,204 shares; 2026Q1: 2,677 shares 2,677 $333K 0.04% +473 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,233 shares 9,233 $316K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,267 shares; 2025Q1: 5,281 shares; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,330 shares; 2026Q1: 5,346 shares 5,346 $305K 0.03% +16 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,850 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,142 shares 3,142 $295K 0.03% +22 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares; 2026Q1: 1,377 shares 1,377 $291K 0.03% +223 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,972 shares; 2025Q1: 3,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares 2,272 $290K 0.03% 0 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,526 shares; 2025Q3: 5,526 shares; 2025Q4: 5,526 shares; 2026Q1: 5,536 shares 5,536 $288K 0.03% +10 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares 3,606 $285K 0.03% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares; 2025Q4: 5,326 shares; 2026Q1: 5,326 shares 5,326 $282K 0.03% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,666 shares; 2025Q3: 38,666 shares; 2025Q4: 3,863 shares; 2026Q1: 3,869 shares 3,869 $281K 0.03% +6 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,147 shares; 2026Q1: 13,147 shares 13,147 $280K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,801 shares 1,801 $280K 0.03% +191 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares 2,810 $275K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,326 shares 3,326 $272K 0.03% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,409 shares; 2026Q1: 10,409 shares 10,409 $269K 0.03% 0 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares 2,086 $266K 0.03% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,271 shares; 2025Q1: 12,324 shares; 2025Q2: 11,682 shares; 2025Q3: 11,682 shares; 2025Q4: 11,430 shares; 2026Q1: 11,470 shares 11,470 $261K 0.03% +40 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares 734 $260K 0.03% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,129 shares; 2025Q1: 92,317 shares; 2025Q2: 62,676 shares; 2025Q3: 62,676 shares; 2025Q4: 15,105 shares; 2026Q1: 14,972 shares 14,972 $259K 0.03% -133 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070 $259K 0.03% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,474 shares 5,474 $258K 0.03% new Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,064 shares 6,064 $254K 0.03% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares 2,144 $252K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares; 2026Q1: 709 shares 709 $249K 0.03% +7 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,032 shares 3,032 $243K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,582 shares 3,582 $242K 0.03% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 707 shares 707 $241K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 722 shares 722 $237K 0.03% +89 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,501 shares; 2025Q1: 2,141 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 977 shares; 2026Q1: 900 shares 900 $236K 0.02% -77 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: not reported; 2026Q1: 829 shares 829 $235K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares 5,460 $234K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,930 shares; 2026Q1: 8,941 shares 8,941 $234K 0.02% +11 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,937 shares 2,937 $232K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,454 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,482 shares; 2026Q1: 2,493 shares 2,493 $231K 0.02% +11 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,027 shares; 2025Q1: 7,695 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,040 shares; 2026Q1: 3,841 shares 3,841 $225K 0.02% -199 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,315 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,161 shares; 2026Q1: 2,190 shares 2,190 $225K 0.02% +29 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,871 shares; 2026Q1: 5,609 shares 5,609 $221K 0.02% -262 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,769 shares 2,769 $218K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,764 shares; 2025Q1: 7,766 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: not reported; 2026Q1: 4,099 shares 4,099 $216K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $212K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,831 shares 3,831 $207K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $205K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,185 shares 6,185 $205K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,553 shares; 2026Q1: 2,851 shares 2,851 $205K 0.02% -702 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,802 shares 5,802 $204K 0.02% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,426 shares 1,426 $203K 0.02% new Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,513 shares 26,513 $182K 0.02% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,740 shares; 2025Q3: 166,740 shares; 2025Q4: 10,415 shares; 2026Q1: 12,215 shares 12,215 $155K 0.02% +1,800 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,200 shares; 2025Q3: 174,200 shares; 2025Q4: 10,750 shares; 2026Q1: 12,750 shares 12,750 $141K 0.01% +2,000 Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $141K 0.01% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,325 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares 11,325 $119K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,653 shares; 2025Q1: 11,653 shares; 2025Q2: 11,653 shares; 2025Q3: 11,653 shares; 2025Q4: 11,653 shares; 2026Q1: 11,653 shares 11,653 $87.9K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $60.6K 0.01% 0 Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $45.5K <0.01% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,989 shares; 2025Q1: 11,989 shares; 2025Q2: 11,989 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares; 2026Q1: 11,989 shares 11,989 $43.5K <0.01% 0 Timeline UPLD UPLAND SOFTWARE INC More: the full row for UPLAND SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,411 shares; 2025Q1: 14,411 shares; 2025Q2: 14,411 shares; 2025Q3: 14,411 shares; 2025Q4: 14,411 shares; 2026Q1: 14,411 shares 14,411 $9.6K <0.01% 0 Timeline